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What is Synergist?

As an agency expands, valuable information can become scattered, residing in individuals' minds or dispersed among various systems, which may result in a lack of control, inefficient use of time, and potential profit loss. The utilization of agency management software helps consolidate all essential information required for overseeing clients, projects, and finances into a single platform. This centralization not only saves time but also ensures that all team members have access to necessary information. Additionally, this software provides real-time data that aids in making well-informed decisions, thereby enhancing overall agency performance. Advanced agency management software offers a comprehensive overview of your agency's effectiveness, profitability, and resource utilization. You can effortlessly assess the profitability associated with each client and project, allowing you to identify specific areas that require attention. Furthermore, accurate estimations can prevent issues related to under-quoting or over-delivering, while structured billing plans promote timely payments. By streamlining operations and improving visibility, agency management software fosters a more efficient and profitable working environment.

What is JAMIS Prime ERP?

JAMIS Prime stands out as the most user-friendly and adaptable project ERP solution specifically designed for government contractors, offering seamless integration across all vital business elements. Utilizing the latest Cloud ERP technology, Prime enables connections with customers, employees, and other businesses within the value chain through web-enabled devices. Each JAMIS Prime ERP application is equipped with features such as dashboards and analytics, document management, robust security measures, and compatibility with Microsoft Office tools. The integrated document management system allows for the online storage of essential business documents like plans, policies, and forecasts. These documents can be linked directly to ERP transactions, providing a comprehensive overview of operations. Additionally, efficient contract management plays a crucial role in ensuring timely delivery of goods and services, contributing to the overall profitability of engagements. By leveraging these features, organizations can enhance their operational efficiency and make informed decisions.

Media

Media

Integrations Supported

MYOB
QuickBooks Online
Sage 50
Xero

Integrations Supported

Microsoft 365
Velixo

API Availability

API Availability

Pricing Information

$19 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Synergist Express

Date Founded

2003

Company Location

United Kingdom

Company Website

www.synergist.co.uk

Company Facts

Organization Name

JAMIS Software

Date Founded

1987

Company Location

United States

Company Website

www.jamis.com

Categories and Features

Job Costing

Budgeting & Forecasting
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Document Management
Due Date Tracking
Project Management
Staff Management
Time Tracking

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Duplicate Payment Alert
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Project Billing
Recurring/Subscription Billing
Service Ticket Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Compliance

Workflow / Process Automation

CRM

Calendar/Reminder System
Document Storage
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

HR Employee File Management

Centralized Employee Files
Dashboard
Search

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Payment Processing

ACH Check Transactions
Recurring Billing

Payroll

Attendance Management
Benefits Management
Multi-Country
Multi-State
Reporting/Analytics
Tax Compliance

Professional Services Automation

Billing & Invoicing
CRM
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project-Based ERP

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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